Tom Lee's Equity Strategy
Course Correcting: Financials UW to N, FAANG from UW to OW
There was a spike Monday in the 7D delta of cases, but it has again turned negative after that isolated event. Although the decline in...
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Tom Lee's Equity Strategy
Asset Heavy Benefits from Demographic Destiny, COVID Trends Remain Positive in US
The global picture for COVID-19 is improving as daily cases are falling across the US, Western Europe and much of Asia. However, India and Pakistan...
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Tom Lee's Equity Strategy
Energy Stocks Have Major Implied Upside, Sideline Cash Grows
Vaccine “lotteries” appear to be incentivizing vaccinations and are gaining favor in several states. States have been trying to boost vaccine adoption after a recent...
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Tom Lee's Equity Strategy
Leading Econ. Data Accelerating, COVID-19 Decline Continues
Yesterday, the major cruise lines announced plans to resume Alaska cruises this summer. This a major positive development for Epicenter stocks and the economy as...
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Tom Lee's Equity Strategy
COVID-19 Restrictions Lifted for Vaccinated, Broad Gain Friday
The biggest news this week, in our view, is the CDC announcement that “fully vaccinated Americans” no longer need to use masks. This a validation...
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Tom Lee's Equity Strategy
Earnings Comps Distort Picture, Energy CAPEX Shortfall
In the United States a steady and persistent decline in cases continues. The 7D delta has been negative in the past 23 days. In the...
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Tom Lee's Equity Strategy
Continued Positive Trends In US, Earnings Strength Continues
In the past week, incoming news in the US was overall very positive. COVID-19 cases are legging down, apparently due to higher vaccine penetration. And...
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Tom Lee's Equity Strategy
Cases Break Downward, Epicenter and Small Caps Primed
We sent out an alert earlier this week about a pretty dramatic improvement in the case trend. The 7D delta took a major down leg...
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Tom Lee's Equity Strategy
7DDelta Turns Negative, Energy Poised For Turnaround
We want to revisit the progress of Israel in its battle with COVID-19. That nation now has vaccinated 62% of its population. And even with...
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Tom Lee's Equity Strategy
COVID Cases Stable, VIX and Credit Suggest Epicenter Upside
COVID-19 trends have been fairly stable in the past few weeks (vs the sharper declines in cases seen earlier in the year), but as we...
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